Bevilacqua Research Corporation 401(K) Plan And Trust — Form 5500 plan (Bevilacqua Research Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bevilacqua Research Corporation 401(K) Plan And Trust is a benefit plan reported by Bevilacqua Research Corporation under EIN 63-1069131 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $23,027,732 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23MPlan net assets, end of year$23,027,732
Participants341Covered participants reported
Assets / participant$67.5KComputed: assets ÷ participants$67,530 (computed)
Provider compensation$77.7K2 Schedule C provider row(s)$77,707
- Plan sponsor
- Bevilacqua Research Corporation
- EIN
- 63-1069131
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20240916145007NAL0000701971001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23M total assets
Net assets$23MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,027,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,027,732
- Net assets (BOY)
- $21,511,084
Income & contributions
- Employer contributions
- $330,498
- Participant contributions
- $1,220,598
- Total contributions
- $1,551,096
- Total income / additions
- $4,921,436
Expenses & distributions
- Benefits paid
- $3,402,841
- Administrative expenses
- $994
- Total expenses
- $3,404,788
- Net increase / (decrease)
- $1,516,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Synovus Securities | ADVISOR | $0 | $76,713 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $994 | $0 | 2023 |